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Schwab U S Large Cap Growth ETF shares owned by Vista Private Wealth Partners

Quarter-by-quarter ownership of Schwab U S Large Cap Growth ETF (SCHG) shares owned by Vista Private Wealth Partners from 13F filings

Historical chart of Vista Private Wealth Partners investment in Schwab U S Large Cap Growth ETF

Tip: Access up to 7 years of quarterly data

All positions including Schwab U S Large Cap Growth ETF held by Vista Private Wealth Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab U S Large Cap Growth ETF by Vista Private Wealth Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $32M 1.1M 29.21
2025-06-30 $32M 1.1M 29.21
2025-03-31 $26M 1.0M 25.04
2024-12-31 $26M 941k 27.87
2024-09-30 $23M 228k 100.84
2024-06-30 $23M 228k 100.84
2024-03-31 $24M 263k 91.54
2023-09-30 $18M 243k 72.99
2023-06-30 $19M 248k 74.90
2023-03-31 $17M 252k 66.32
2022-12-31 $18M 315k 55.56
2022-09-30 $16M 284k 57.13
2022-06-30 $16M 281k 58.29
2022-03-31 $19M 255k 75.07
2021-12-31 $21M 126k 164.99
2021-09-30 $19M 125k 148.09
2021-06-30 $18M 123k 146.32
2021-03-31 $16M 141k 115.17
2020-12-31 $18M 139k 126.72
2020-09-30 $16M 141k 115.17
2020-06-30 $15M 151k 101.54
2020-03-31 $13M 174k 76.54
2019-12-31 $16M 165k 94.15
2019-09-30 $15M 176k 83.99
2019-06-30 $15M 180k 83.63
2019-03-31 $15M 180k 81.12
2018-12-31 $14M 186k 75.51
2018-09-30 $13M 177k 75.28
2018-03-31 $14M 181k 75.44
2017-12-31 $14M 184k 73.56
2017-09-30 $13M 193k 68.77

More positions owned by Vista Private Wealth Partners

Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Ishares Tr Ibonds 25 Trm Ts (IBTF)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Ishares Tr Ibonds 26 Trm Ts (IBTG)
Ishares Tr Ibonds 28 Trm Ts (IBTI)
Ishares Tr Ibonds 27 Trm Ts (IBTH)
Ssga Active Etf Tr Spdr Tr Tactic (TOTL)
Ishares Tr Hdg Msci Eafe (HEFA)
Ishares Tr Ibonds 29 Trm Ts (IBTJ)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Ishares Tr Us Sml Cap Eqt (SMLF)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr S&p Mc 400gr Etf (IJK)

View all positions for Vista Private Wealth Partners

Top funds holding Schwab U S Large Cap Growth ETF

Envestnet Asset Management
Sei Investments
Mather Group
Financial Engines Advisors L.L.C
Charles Schwab Investment Management
LPL Financial
Advisor Group Holdings
Mariner Wealth Advisors
Ameriprise Financial
Vantagepoint Investment Advisers
Cetera Investment Advisers
Honkamp Krueger Financial Services
Raymond James Financial
Mml Investors Services
Northwestern Mutual Wealth Management Company

View all funds holding Schwab U S Large Cap Growth ETF